We are live on ! Find out more
GEN icon

Gen Digital

682 hedge funds and large institutions have $13.5B invested in Gen Digital in 2026 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 276 increasing their positions, 211 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more call options, than puts

Call options by funds: $41.7M | Put options by funds: $11.6M

36% more capital invested

Capital invested by funds: $9.98B → $13.5B (+$3.56B)

31% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 211

24% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 90

3.02% more ownership

Funds ownership: 87.39%90.41% (+3%)

1% more funds holding

Funds holding: 672682 (+10)

Holders
682
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
8.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
112
Increased
276
Reduced
211
Closed
90
Calls
$41.7M
Puts
$11.6M
Net Calls
+$30.1M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
601
Synergy Investment Management
Florida
$4.12K +$2.39K +107 +255%
JSAM
602
J. Safra Asset Management
New York
$4.11K
PTC
603
Private Trust Company
Ohio
$3.98K +$1.7K +76 +90%
MB
604
MidFirst Bank
Oklahoma
$3.96K
PS
605
Planning Strategies
Pennsylvania
$3.76K +$3.37K +151 New
CCMI
606
Creative Capital Management Investments
California
$3.71K +$3.33K +149 New
BIA
607
Bell Investment Advisors
California
$3.46K +$424 +19 +16%
QL
608
Quarry LP
New York
$3.36K -$208K -9,325 -99%
PWA
609
Physician Wealth Advisors
Utah
$3.29K +$581 +26 +25%
AG
610
AmeriFlex Group
Nevada
$3.21K +$2.88K +129 New
SSG
611
Summit Securities Group
New York
$3.19K +$827 +37 +41%
HWP
612
Highline Wealth Partners
California
$3.11K +$2.79K +125 New
BCV
613
Banque Cantonale Vaudoise
Switzerland
$3.05K +$269K +12,055 +11%
MTI
614
Merrithew & Thorsten Inc
California
$3K +$22 +1 +0.7%
BA
615
Blueline Advisors
New Hampshire
$2.89K
BWL
616
Bogart Wealth LLC
Virginia
$2.74K +$715 +32 +41%
AF
617
Advisornet Financial
Minnesota
$2.74K -$68.5K -3,066 -97%
DIP
618
DT Investment Partners
Pennsylvania
$2.64K
BHWM
619
Bay Harbor Wealth Management
Maryland
$2.51K +$1.3K +58 +135%
CSB
620
City State Bank
Iowa
$2.49K
CWP
621
Concord Wealth Partners
Virginia
$2.49K +$2.23K +100 New
SWM
622
Spire Wealth Management
Virginia
$2.34K -$201 -9 -9%
SWM
623
SHP Wealth Management
Massachusetts
$2.26K +$201 +9 +11%
DPW
624
DiNuzzo Private Wealth
Pennsylvania
$2.24K +$67 +3 +3%
SEP
625
Signature Equity Partners
Ohio
$2.24K -$357 -16 -15%

GEN Hedge Fund Activity: Q2 2026 in Review

682 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Gen Digital (GEN) for Q2 2026, worth a combined $13.5B — up 36% from $9.98B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new GEN positions and 90 closed out — a net gain of 22 holders — while 276 added to existing stakes and 211 trimmed.

The largest buyer was Ameriprise, adding an estimated $174M. The largest seller was Starboard Value, exiting entirely with an estimated $147M sold.

  • 682 institutional investors held Gen Digital (GEN) as of Q2 2026, up from 672 in Q1 2026.
  • Funds reported $13.5B of Gen Digital stock for Q2 2026, up 36% quarter-over-quarter.
  • 112 funds opened new Gen Digital positions in Q2 2026 and 90 closed out, a net change of +22 holders.
  • The largest Gen Digital buyer in Q2 2026 was Ameriprise, an estimated $174M added.
  • The largest Gen Digital seller in Q2 2026 was Starboard Value, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2026.